Fiduciary Services Corp’s Lincoln National LNC Stock Holding History

Fiduciary Services Corp’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$225K	Sell	3,910 -90	-2%	-$5.03K	0.07%	177
2014 Q4	$231K	Hold	4,000	–	–	0.08%	165
2014 Q3	$214K	Hold	4,000	–	–	0.08%	158
2014 Q2	$206K	Sell	4,000 -85	-2%	-$4.2K	0.08%	154
2014 Q1	$207K	Hold	4,085	–	–	0.08%	153
2013 Q4	$211K	Buy	+4,085	New	+$196K	0.08%	154

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fiduciary Services Corp's LNC Position: Q1 2015 in Review

Fiduciary Services Corp reduced its Lincoln National (LNC) stake by 2.3% in Q1 2015, selling an estimated $5.03K and leaving 3,910 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #177.

Fiduciary Services Corp first reported a position in LNC in Q4 2013 and has held it in 6 quarters since. The position peaked at $231K in Q4 2014. 588 funds tracked by Wall St. Rank hold LNC as of Q1 2015.

Fiduciary Services Corp held 3,910 shares of Lincoln National worth $225K as of Q1 2015.
Fiduciary Services Corp sold 90 Lincoln National shares in Q1 2015, an estimated $5.03K.
Lincoln National made up 0.07% of Fiduciary Services Corp's portfolio in Q1 2015, its #177 holding.
Fiduciary Services Corp first reported a position in Lincoln National in Q4 2013 and has held it in 6 quarters since.
Fiduciary Services Corp's Lincoln National position peaked at $231K in Q4 2014.
588 funds tracked by Wall St. Rank held Lincoln National as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.